Institutional Ownership First Tr ETF Viii Tcw Opportun (FIXD)
This table provides information about the institutional ownership of First Tr ETF Viii Tcw Opportun (FIXD). We have compiled data on the 350 institutions that hold shares in the stock, with a total of 68.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,540
shares
|
$874,024
0.06% of portfolio
|
Q4 2023
Reduced 1.19%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
19,290
shares
|
$862,841
0.3% of portfolio
|
Q2 2025
Reduced 51.8%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
19,257
shares
|
$861,365
0.09% of portfolio
|
Q3 2025
Reduced 48.74%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
19,170
shares
|
$857,474
0.19% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
18,592
shares
|
$831,620
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
18,444
shares
|
$825,000
0.15% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
18,405
shares
|
$823,255
0.0% of portfolio
|
Q1 2025
Added 198.2%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
18,322
shares
|
$819,543
0.04% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
18,085
shares
|
$808,942
0.15% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
17,975
shares
|
$804,021
0.27% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
17,951
shares
|
$802,948
0.21% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
17,444
shares
|
$780,270
0.21% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
17,423
shares
|
$779,330
0.02% of portfolio
|
Q2 2025
Reduced 87.14%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
17,146
shares
|
$766,940
0.32% of portfolio
|
Q2 2025
Reduced 66.58%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
16,603
shares
|
$742,652
0.37% of portfolio
|
Q2 2025
Reduced 92.84%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
15,897
shares
|
$711,072
0.03% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
15,725
shares
|
$703,379
0.01% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
15,693
shares
|
$701,947
0.31% of portfolio
|
Q2 2025
Reduced 23.76%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
15,589
shares
|
$697,295
0.29% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
15,337
shares
|
$686,024
0.21% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
15,104
shares
|
$675,601
0.23% of portfolio
|
Q2 2025
Added 115.53%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
14,889
shares
|
$665,984
0.12% of portfolio
|
Q2 2025
Reduced 52.48%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
14,769
shares
|
$660,617
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
14,636
shares
|
$654,668
0.25% of portfolio
|
Q3 2023
Reduced 13.37%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
14,614
shares
|
$653,684
0.55% of portfolio
|
Q2 2025
Added 6.39%
|